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Considering a move from Salesforce, HubSpot, Zoho or another CRM platform to Microsoft Dynamics 365? Migrating your CRM is an important decision, particularly when it comes to protecting customer data, preserving sales processes and ensuring a smooth transition for your team.
Advantage Business Systems provides Microsoft Dynamics 365 CRM migration services for UK businesses, helping organisations move from existing CRM platforms to a fully integrated Microsoft solution.
As a certified Microsoft Solutions Partner, our experienced consultants manage the entire Dynamics 365 CRM migration process, from initial assessment and data mapping to secure data migration, system configuration, integration, testing, user training and ongoing support.
Whether you're looking to reduce CRM licensing costs, improve integration with Microsoft 365 or replace an outdated CRM system, we'll help you migrate with minimal disruption while maintaining data integrity and business continuity.
Book a free Dynamics 365 CRM Migration Assessment to discuss your existing platform and get a clear plan for your migration.
We start with a free migration assessment, reviewing your current CRM data, workflows, integrations and user setup to scope the move to Dynamics 365.
We map your existing CRM structure to Dynamics 365, identifying what transfers directly, what needs rebuilding and what can be improved in the move.
Your CRM data is extracted, cleansed and validated before migration, so you arrive in Dynamics 365 with accurate, well-structured records from day one.
We configure your Dynamics 365 environment to match your sales process, pipeline stages and reporting needs before any data is brought across.
Data is migrated in a controlled process with reconciliation checks at each stage, and your team tests the new system before the final cutover is made.
After cutover we support your team through the transition and continue as your Dynamics 365 CRM partner, with training and optimisation built into the relationship.
Your CRM data, contacts, accounts, opportunities and activity history are migrated to Dynamics 365 accurately, with validation checks before you go live.
Dynamics 365 connects natively with Outlook, Teams, SharePoint and Power BI. If your team already uses Microsoft 365, your CRM will work with it, not alongside it.
Dynamics 365 CRM typically costs significantly less than Salesforce on a per-user basis, with no hidden costs and licensing managed through your Microsoft partner.
We map your existing CRM workflows, automations and pipeline stages to Dynamics 365 so your sales process is preserved, not rebuilt from scratch.
Your team switches to Dynamics 365 through a structured cutover with full user training, so productivity is maintained and adoption is high from day one.
We stay on as your Dynamics 365 CRM partner after migration, so you have certified support and a team that already knows your data and your setup.
CRM migrations carry real risk, primarily around data integrity and user adoption. The wrong approach leaves you with incomplete records, broken workflows and a team that never fully switches over. You need a partner with proven migration experience and the technical depth to handle the complexity.
Advantage Business Systems is a Microsoft Solutions Partner, accredited across Business Applications, and Cyber Essentials certified, so your data is handled securely throughout the migration. We have migrated UK businesses to Dynamics 365 CRM from Salesforce and other platforms, and we continue to support those customers today as their ongoing CRM partner.
It may be the right time to consider a CRM migration if you are:
We needed a Dynamics partner. Advantage stood out with clear communication and a simple, fixed package that made everything straightforward.
The partnership with Advantage has been transformative, helping us use Dynamics 365 fully and demonstrate clear, measurable impact for fundraising.
Our initial conversation with Advantage was exceptional. They understood our needs and gave us confidence as a long-term partner for implementation and support.
We’re delighted with the CRM integration Advantage delivered, on time and within budget, with excellent communication and responsiveness throughout. Highly recommended.
Thinking about switching to Dynamics 365 CRM? Book a free, no-obligation migration assessment. We'll review your current CRM setup and give you a clear migration plan.
